Schwallier Wealth Management
Schwallier Wealth Management (CRD# 143329) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $143,657,128 in 727 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management144MILLION
-
Total Number of Accounts727ACCOUNTS
-
Average Account Value$197,603
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, MI
Financial Advisors at Schwallier Wealth Management
1
Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 22 years of experience in the finance industry.
2
Mary Britenfeld (CRD# 7077624) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 4 years of experience in the finance industry.
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